Cramer's starting the year bullish on Marriott and Brunswick but is cautious on Linked-In.

NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Monday:

Cramer is a fan of Marriott ( MAR) and thinks that stock "works" in this environment. He was also bullish on Brunswick ( BC), saying many boats will need to be replaced after Hurricane Sandy.

MAR shares ended Wednesday up 4.1% while BC rose 7.4%.

Cramer was less bullish on LinkedIn ( LNKD), saying he expects the social networker to take a pause after a strong run. He was also downbeat on Hovnanian ( HOV), saying he prefers rival Toll Brothers ( TOL).

LNKD fell 2% while HOV dropped 1.3%.

Cramer ended on an up note with both Hain Celestial ( HAIN) and Kinder Morgan Energy Partners ( KMP), saying Hain should see a strong quarter and all of the MLPs, including Kinder, will be rallying now that there's some clarity on the fiscal cliff.

HAIN ended the day up 4.1% while KMP was up 4.8%.

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At the time of publication, Cramer's Action Alerts PLUS had no position in the stocks mentioned.

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